AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,052
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.24M
3
+$1.22M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.13M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$927K

Top Sells

1
+$2M
2
+$1.71M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.2M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
137
802
$1K ﹤0.01%
138
-15
803
$1K ﹤0.01%
+82
804
$1K ﹤0.01%
57
+26
805
$1K ﹤0.01%
61
+14
806
$1K ﹤0.01%
28
807
$1K ﹤0.01%
10
808
$1K ﹤0.01%
63
809
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88
810
$1K ﹤0.01%
114
811
$1K ﹤0.01%
57
812
$1K ﹤0.01%
13
813
$1K ﹤0.01%
289
814
$1K ﹤0.01%
21
+16
815
$1K ﹤0.01%
34
816
$1K ﹤0.01%
22
817
$1K ﹤0.01%
213
+115
818
$1K ﹤0.01%
71
+23
819
$1K ﹤0.01%
20
820
$1K ﹤0.01%
27
821
$1K ﹤0.01%
62
-3
822
$1K ﹤0.01%
15
823
$1K ﹤0.01%
39
824
$1K ﹤0.01%
58
825
$1K ﹤0.01%
43
31 32
33
34 35